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iShares New York Muni Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
RJFSA
51
Raymond James Financial Services Advisors
Florida
$479K +$95.3K +1,650 +25%
TIM
52
Tortoise Investment Management
New York
$432K -$5.78K -100 -1%
BRC
53
Bell Rock Capital
Delaware
$430K +$1.5K +26 +0.3%
TI
54
Tidal Investments
Wisconsin
$427K +$2.14K +37 +0.5%
APA
55
American Portfolios Advisors
New York
$425K +$1.39K +24 +0.3%
IDBONY
56
Israel Discount Bank of New York
New York
$415K +$75.1K +1,300 +22%
WP
57
WealthPLAN Partners
Nebraska
$384K
BAM
58
Barrett Asset Management
New York
$373K +$289K +5,000 +333%
Fisher Asset Management
59
Fisher Asset Management
Washington
$357K
JIC
60
Joel Isaacson & Co
New York
$356K +$358K +6,202 New
CAG
61
Crestwood Advisors Group
Massachusetts
$353K -$25.1K -434 -7%
CTA
62
Chesley Taft & Associates
Illinois
$353K
TSW
63
Thompson Siegel & Walmsley
Virginia
$348K
BAM
64
Belpointe Asset Management
Nevada
$330K -$4.91K -85 -1%
FA
65
FMA Advisory
Pennsylvania
$320K +$1.1K +19 +0.3%
WS
66
Wedbush Securities
California
$317K +$2.83K +49 +0.9%
CB
67
Community Bank
New York
$289K -$64K -1,108 -18%
CBB
68
Citizens Business Bank
California
$286K
MPM
69
Meritage Portfolio Management
Kansas
$281K
WA
70
Wealth Alliance
New York
$281K
SWP
71
Summit Wealth Partners
Florida
$263K
AT
72
Arden Trust
Delaware
$261K
BAAM
73
Baker Avenue Asset Management
California
$255K
W
74
WealthOne
New York
$248K +$116 +2 +0%
FCA
75
FLC Capital Advisors
California
$240K